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Insights

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blog Institutional
Investment
Management
 /  Admin

Pepper & Salt, WSJ 9/10/08, and other Market News

In other news, Lehman is all the talk this morning on CNBC. I won't go into the details, but suffice it to say, the financial markets will continue to have their share of troubles. Buffet apparently told his underw... read more
blog Institutional
Investment
Management
 /  Admin

Buy the Bleeding: Time to Revisit Energy and Industrials?

Yesterday's announcement of the takeover of Fannie and Freddie provided a brief respite for the markets, with the financial sector surging and taking the S&P 500 up a couple of percent. Today, the action is a tad d... read more
blog Financial
Planning
 /  Admin

Fannie & Freddie News

This weekend, the treasury department stepped in and put Fannie and Freddie into receivership, effectively nationalizing both distressed mortgage companies. In Friday's update, Uncertainty and the Birth of Black Sw... read more
blog
 /  Admin

The Real Cost of Rewarding Failure

While the move by the Treasury Department on Fannie and Freddie was necessary, it isn't without its costs. As I look at the stocks that are up today and compare them to those that are down, I see an eerie parallel ... read more
blog Institutional
Investment
Management
 /  Admin

Uncertainty and the Birth of Black Swans

The stock market has been weak all week. Many indices fell by over three percent yesterday and the carnage continues today. The perception of lower oil prices being a good thing has, at least in the short run, morp... read more
blog Wealth
Management
 /  Admin

Mr. Roger's Neighborhood

While I have generally been a life-long conservative, I do not and have not always voted strictly along party lines. This may come as a surprise to some readers of our blog and I am perfectly okay with that. Today,... read more
blog Institutional
Investment
Management
 /  Admin

Gustav Fades, Oil Plunges

The big news of the day is oil's big decline -- likely a result of Gustav's failure to bring the level of destruction originally feared in our country's largest concentration of refinery capacity. While oil has rec... read more
blog Wealth
Management
 /  Admin

Quote of the Day

Peggy Noonan, in her coverage of the Democratic Convention in the Wall Street Journal this morning, said that the best line so far came from our state's governor, Ted Strickland. Echoing the 1988 Democratic convent... read more
blog Institutional
Investment
Management
 /  Admin

Slow Days, Olympic Sized Hangovers, and Russia

The bad news is that the markets were pretty ugly yesterday. The good news is that volumes were relatively light and will likely remain so as we head into a holiday shortened week. When big moves to either the upsi... read more
blog Financial
Planning
 /  Admin

Quotes and Thoughts from Warren Buffett on CNBC This Morning

Warren Buffett is on CNBC this morning. He is always good for a quote or two. He's still on, if you are near a TV and can tune in. ******** "The only way to vote for someone who agrees with you on all the issues is... read more
blog Institutional
Investment
Management
 /  Admin

Guest Blogger

Today's entry is actually a link to my pastor's blog, Joe Coffey of Hudson Community Chapel. Joe has been given the gift of communication and has proven to be a good steward of that gift time and time again. Today,... read more
blog Wealth
Management
 /  Admin

Classic Ronald Reagan Quotes

"I've laid down the law, though, to everyone from now on about anything that happens: no matter what time it is, wake me, even if it's in the middle of a Cabinet meeting." "The most terrifying words in the English ... read more
blog Institutional
Investment
Management
 /  Admin

Short Sale Rules Expire, Financials get Hit; CNBC on Monday

Yesterday, financial stocks were hit pretty hard. While a couple of high profile and perhaps well timed analyst downgrades of Goldman Sachs and the announcement of first time loan losses from JP Morgan didn't help ... read more
blog Wealth
Management
 /  Admin

Finding Michael Phelps

We have posted a new Economic Update, Finding Michael Phelps, on our website. While it generally follows the through process of today's earlier posting, we made some additional comments as well. Interested blog rea... read more
blog Institutional
Investment
Management
 /  Admin

Earnings, Oil and Simple Pleasures

Earnings reports are quite thankfully winding down. Roughly 90% of the S&P 500 member companies have announced results, with a minor few remaining. In general, earnings weakness was once again underestimated by Wal... read more
blog Wealth
Management
 /  Admin

Quote of the Day

"We love that Obama is able to flip-flop...We think it’s one of his most redeeming qualities." Art Laffer & Associates Economic Update, 8/5/08. read more
blog Wealth
Management
 /  Admin

Oil, Smart Cars, and DaVinci Surgery Video

Oil continues to ease back slightly today, to about $118.50. While we didn't comment on it, yesterday was a very nice move for the markets. Monday's decline in oil left us a bit perplexed as to why consumer discret... read more
blog Institutional
Investment
Management
 /  Admin

Commodities get Pounded

Commodity and energy related stocks are getting pounded today. We've been writing that the up move in commodities this year is reminiscent of a bubble, not-sustainable, and likely to end badly. Today's swift downwa... read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Economic Update: Oil, Earnings and When to Sell

In today's economic update, Oil, Earnings and When to Sell, we provide our current thoughts on the recent pullback in oil, the reaction of stock prices to this quarter's earnings reports, and the difficult decision... read more
blog Wealth
Management
 /  Admin

Lawyers and Paper

According to a study done by Conservatree, Arnold & Palmer and Purdue University and as reported in yesterday's Cleveland Plain Dealer, an average lawyer can use up to 100,000 sheets of paper every year. That's eno... read more
blog Wealth
Management
 /  Admin

Strange Lions Filmed on Safarai

This video has nothing to do with the economy or the markets. But you have to admit, it's alot funnier than most blog entries. Love the deer that stands up in the middle and the three monkeys in the background. read more